MT
Michael S. Tepastte
AVANTAX PLANNING PARTNERS
Grand Rapids, MI 49504
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CRD#: 7454936
MT
Professional summary
Michael Scott Tepastte, who also goes by Michael S Tepastte, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Grand Rapids, Michigan.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Michael has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael S Tepastte
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) THE CRIME VICTIM FOUNDATION; Secretary/Treasurer; Organization provides last resort assistance to victims of crime; NIR; HRS 1; HRS 1; 03/08/2021; Grand Rapids MI 49504; I approve invoices and expenditure to be paid by the bookkeeper. I review bank statements and a financial accounting each quarter 2) BRICKLEY DELONG, P.C.; Partner; Brickley DeLong is a full-service public accounting and business consulting firm; IR; HRS 200; HRS 130; 06/01/2019; Grand Rapids MI 49504; Position in firm requires participation in firm mission and goal setting for the organization. Member of One Firm, Business Development - professional services niche, Tax committees. Lead Grand Rapids, MI office taking over from retiring partners. Duties oversee office personnel and ensure office activities are in line with firm vision. Partner that oversees a book of client business and perform accounting, tax, attest, and tax advisory services. Limited to only signing tax returns. I will provide investment guidance and products to clients. 3) JOHN M. LEESE IRREVOCABLE TRUST; Trustee; This is an Irrevocable Trust. The trust is not funded. I will be funded over the grantor's lifetime. It holds only a $1.5 million face term life insurance policy; NIR; HRS 1; HRS 0; 02/12/2020; Grand Rapids MI 49504; There are currently no trustee related activities other than coordinating payment of the life insurance premium by the grantor. 4) LEESE FAMILY TRUST POSITION: Trustee NATURE: This is an Irrevocable Trust. The trust is not funded. I will be funded over the grantor's lifetime. It holds only a $1.5million face term life insurance policy. There are no other assets. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/12/2020 ADDRESS: 678 Front Ave. NW, Suite 230, Grand Rapids MI 49504, United States DESCRIPTION: There are currently no trustee related activities other than coordinating payment of the life insurance premium by the grantor. Powers of Trustee as defined by the trust are:1) Common management. To hold manage, invest and account for any separate trust in one or more consolidated funds, in whole or in part, as the trustee deems advisable.2) Certificate of Trust Existence and Authority. In addition to any certificate authorized by law, the trustee may, at anytime, record, file, or deliver a certificate with or to any clerk, register of deeds, transfer agent, or other similar agency or office or to any person dealing with the Trustee.3) Insurance policies. The trustee is vested with Grantor's right, title, interest, and incidents of ownership in any life insurance policies on Grantor's life which are now or hereafter transferred to the trustee. The trustee may exercise as absolute owner all the options, benefits, rights, and privileges under such policies, including the right to borrow cash values and to pledge such policies for loans. The trustee is under no duty to pay premiums or any other charges that may become due and payable under such policies or to make certain that such premiums are paid by Grantor or others or to notify any persons of the non-payment of such premiums.4) Accountings. The trustee's duties to inform and account to the beneficiaries shall be governed by the following rules: Prior to the Grantor's death, the trustee shall inform and account to Grantor regarding the trust and its administration. After Grantor's death, the trustee shall inform and account to the then living interested trust beneficiaries who are 25years of age or older regarding the trust and its administration.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Scott Tepastte's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 30, 2021 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 678 Front Ave. Nw Suite 230, Grand Rapids, MI 49504RIA
CRD#: 106237
Grand Rapids, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AP
AVANTAX PLANNING PARTNERS, INC.
AVANTAX PLANNING PARTNERS, INC. | HONKAMP KRUEGER FINANCIAL SERVICES INC | HK FINANCIAL SERVICES | AVANTAX RETIREMENT PLAN SERVICES
CRD#: 106237 / SEC#: 801-50939
RIA
Registered Investment Advisory firm - (1/17/1996 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(11/30/2021)
Current Firm
AP
AVANTAX PLANNING PARTNERS, INC.
AVANTAX PLANNING PARTNERS, INC. | HONKAMP KRUEGER FINANCIAL SERVICES INC | HK FINANCIAL SERVICES | AVANTAX RETIREMENT PLAN SERVICES
CRD#: 106237 / SEC#: 801-50939
RIA
Registered Investment Advisory firm - (1/17/1996 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3390 Asbury Road, Dubuque, IA 52002-2801
Mailing Address
Phone number
(563) 582-2855
Established
Firm type
Fiscal year end
# of Employees
254
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 13,679 |
| AUM (Assets Under Management) | $ 6,933,162,284 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/20/2024 | ||
| 11/28/2023 | ||
| 12/16/2022 |
Red Flags
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Company Information
AVANTAX PLANNING PARTNERS, INC.
CRD#: 106237Grand Rapids, MI 49504TRUST BUT VERIFY
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